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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

78 hedge funds and large institutions have $139M invested in Inspire Small/Mid Cap Impact ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
34
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Christian Investment Advisors
Texas
+$10.9M
2
CFD
Creative Financial Designs
Indiana
+$4.46M
3
IA
Inspire Advisors
Idaho
+$3.09M
4
OFS
OneAscent Financial Services
Alabama
+$1.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$816K

Top Sellers

1
LWAM
Legacy Wealth Asset Management
Minnesota
-$5.09M
2
PFG
PAX Financial Group
Texas
-$1.09M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.06M
4
TPI
Trust Point Inc
Wisconsin
-$832K
5
Citadel Advisors
Citadel Advisors
Florida
-$646K
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
51
Strategic Blueprint
Georgia
$205K -$132K -3,717 -39%
AAP
52
Arax Advisory Partners
Colorado
$201K +$320 +9 +0.2%
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$200K -$10.2K -286 -5%
Morgan Stanley
54
Morgan Stanley
New York
$190K +$171K +4,816 +919%
CPG
55
Cornerstone Planning Group
New Jersey
$150K +$506 +14 +0.3%
HI
56
Harbour Investments
Wisconsin
$144K +$533 +15 +0.4%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$134K -$71.8K -2,012 -35%
HR
58
Howe & Rusling
New York
$91.4K -$28.6K -805 -24%
CA
59
CoreCap Advisors
Michigan
$74.2K – – –
AAS
60
Ameritas Advisory Services
Nebraska
$55.8K +$55.8K +1,569 New
GWM
61
Geneos Wealth Management
Colorado
$54.5K -$64.4K -1,813 -54%
BTI
62
Blue Trust Inc
Georgia
$40.8K -$308K -8,683 -88%
OLVIG
63
Oliver Lagore Vanvalin Investment Group
Michigan
$37.9K +$37.9K +1,112 New
PS
64
Principal Securities
Iowa
$36.6K -$23.4K -658 -39%
MCM
65
MAI Capital Management
Ohio
$29.2K – – –
SAM
66
S.A. Mason
Michigan
$24.7K +$1.78K +50 +8%
PTC
67
Private Trust Company
Ohio
$20.4K – – –
VFA
68
Values First Advisors
Tennessee
$13.8K +$1.49K +42 +12%
TCOT
69
Trust Company of Toledo
Ohio
$10.5K +$10.5K +295 New
WAS
70
Winch Advisory Services
Wisconsin
$8.34K +$35 +1 +0.4%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$6.61K +$6.61K +186 New
Fidelity Investments
72
Fidelity Investments
Massachusetts
$5.53K +$2.48K +70 +81%
T
73
Transce3nd
Texas
$3.97K +$35 +1 +0.9%
CAM
74
Creekmur Asset Management
Illinois
$2.91K – – –
AIP
75
Ameritas Investment Partners
Nebraska
$2.65K – – –
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